See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,777 | $110,261-78.4% | $95,745-75.2% | $139,434-82.9% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 15.24% | 27.11%-11.9pp | 28.35%-13.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $6,270 | $3,257+92.5% | $2,835+121.2% | $4,751+32.0% |
| Participant deferral / active EE | $5,157 | $4,676+10.3% | $4,245+21.5% | $6,710-23.1% |
| Admin fee / account holder | $165 | $6,613-97.5% | $5,678-97.1% | $11,403-98.6% |